Use the Metrics Visualizer

Use the Metrics visualizer to quickly view important email metrics for engagement and e-commerce, such as click rate, open rate, orders, revenue, and more. Use the pre-built metrics to get an instant visualization. Data visualization can provide you with relevant insights to help you make informed, data-backed decisions for your business.

In this article, you'll learn how to use the Metrics visualizer.

Before you start

Here are some things to know before you begin this process.

• This feature is available for users with the Standard plan or higher.
• The Metrics visualizer is a beta feature and is released to a percentage of Mailchimp users.
• Before you can work with the Metrics visualizer, you need to send an email to at least 1 audience. To learn more, check out Getting Started with Your Audience.
• You must enable open tracking and click tracking in an email to view its data with the Metrics visualizer.
• To view e-commerce data, you must first connect your store to Mailchimp with an e-commerce integration or the API.

Definitions

Here are some terms you’ll come across in this article.

• Visualization
  A chart of your data.
• Metrics visualizer
  The default tab for Custom reports that provides options for generating visualization charts to show email performance by metric, time, and data group.
• Pre-built visualizations
  A list of available metrics that immediately displays your data.

How it works

The Metrics visualizer makes it easy to view the email metrics that matter the most to you. Manually filter your data by e-commerce, product, cart, or audience metrics. Or browse the pre-built metrics to get a visualization right away. Set the date range for the data you want to display, which could be anywhere from 1 day to 1 year of data. Once your visualization is generated, you can easily modify it by changing the data or chart type.

Create a visualization

Here are the ways to create a visualization.

Manually filter your data

To generate a visualization manually, follow these steps.

1. Click Analytics, then click Custom Reports. The Metrics visualizer will open automatically.
2. Click the Select a metric drop-down and choose an email metric.
3. Click the Date range drop-down to open the time frame options.
4. Click Date range from the second drop-down to select a time frame, or use Start date and End date to choose a custom date range.
   
5. Click Apply.
6. Click the Select a group by drop-down to further filter your data. For example, if you select Campaign, the visualizer will display the metric for each campaign you sent during the selected time frame.
7. Click Generate visualization.

Pre-built visualizations

To use pre-built visualizations, follow these steps.

1. Click Analytics, then click Custom Reports. The Metrics visualizer opens automatically.
2. In the Pre-built visualizations section, use the Filter by: drop-down to display the metrics by categories.
3. Click the arrow for the metric you want to use.
   

View and modify the chart

Hover over data points for details. To take a closer look, click and drag a section of data to zoom in. When you’re finished, click Reset zoom. Modify the visualization by changing the data or chart type.

To modify your chart, follow these steps.

1. Use the drop-downs to change the metric, time frame, or data group. Click Modify to update the chart.
2. To change how the chart is displayed, click the Chart type drop-down and select the one you want to work with. Chart types vary, depending on the metrics and dates selected.
   

Troubleshooting

• When I click Generate visualization, nothing happens.
  Refresh the page and try again.
• My visualization doesn’t show the full date range I selected.
  You may not have data for that specific date range. For more help, contact support.